See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,922 | $81,460+63.2% | $103,333+28.6% | $80,856+64.4% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 1.45% | 25.55%-24.1pp | 24.88%-23.4pp | 35.59%-34.1pp |
| Employer contribution / active EE | $5,940 | $3,105+91.3% | $3,868+53.6% | $2,755+115.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,168 | $6,566-67.0% | $8,355-74.1% | $6,918-68.7% |